• STALLED DEALS
  • TASK DRIFT
  • HUMAN REVIEW
  • HEALTH CHECK

How to audit sales pipeline with your AI

Connect Fxiaoke to your AI client to pull live data on deals and tasks. Once connected, your agent handles the heavy lifting of scanning your pipeline for you.

Ask AI about this page

Short answer

How can I audit my sales pipeline using AI?

Your AI uses Fxiaoke to pull your current opportunities and pending sales tasks. It then analyzes these lists to find stalled deals or overdue follow-ups. You get a clear view of where your revenue stands and what needs immediate attention.

Pipeline insights

Where your data lands.

The AI organizes your data into these specific areas.

STALLED DEALS

Identify dead weight

The AI scans your opportunities to find deals that haven't moved in weeks. You'll see exactly which accounts are cooling off.

TASK DRIFT

Spot missed follow-ups

By checking your sales tasks, the AI flags anything that's overdue or neglected. This keeps your momentum from dropping.

HUMAN REVIEW

High-priority triage

The AI highlights the most critical issues that require your personal touch. It won't make decisions for you, just points you to the fires.

HEALTH CHECK

Pipeline overview

Get a summary of your total active opportunities. This gives you a snapshot of your current sales capacity.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your sales data and your chat interface.

  1. Fetch deal data

    The AI pulls a complete list of your current sales opportunities.

    list_opportunities

  2. Gather task lists

    It retrieves all active sales tasks to see what's on your plate.

    list_sales_tasks

  3. Cross-reference activity

    The agent compares opportunity progress against your task history to find gaps.

    list_opportunitieslist_sales_tasks

  4. Summarize findings

    The AI presents a clean report of what's healthy and what's failing.

    list_opportunities

Try it

Copy these to start.

Use these prompts once you've connected Fxiaoke.

Starting points

These are prompts to kick things off. Swap out the specific names for your actual deals or tasks.

Fxiaoke Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_3F9O9dspWGIHTJ25cDOQKyb2WrR9hCcMaohyyJwb/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Fxiaoke capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fxiaoke-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3F9O9dspWGIHTJ25cDOQKyb2WrR9hCcMaohyyJwb/mcp"
    }
  }
}
Copy into chat04

  • List all my active opportunities and tell me which ones haven't had activity in 10 days.

  • Show me my sales tasks for the Acme Corp account and tell me if I'm behind.

  • Audit my current pipeline and flag any opportunities that don't have a scheduled follow-up task.

  • Summarize my sales tasks for this week and highlight anything overdue.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Fxiaoke once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can start chatting with your data immediately.

Connect Fxiaoke to your AI

FAQ

How the audit behaves

  • 01

    Can the AI update my sales opportunities?

    No. The AI can only read your opportunities and tasks to provide insights. You must make all changes manually in your sales tool.

  • 02

    Does the AI delete any of my sales tasks?

    No. This MCP is read-only. It cannot delete, move, or modify any of your data.

  • 03

    How real-time is the data?

    The data is as real-time as your sales tool. Every time the AI runs a tool, it pulls the most current information available.

  • 04

    Can I use this with Claude?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Will the AI contact my customers?

    No. The AI only analyzes your internal data. It has no capability to send emails or messages to your clients.

  • More questions about Fxiaoke? The Connector page answers them. See everything the Fxiaoke Connector can do

Connect Fxiaoke to Claude, Cursor, ChatGPT & more